Here’s an (over)simplified) calculator regarding retirement savings, withdrawal rates, and your probability of success.(click here).

  • Even if you are an existing client (thank you), you need to do this.

  • The ONLY EXCEPTIONS are those that are Comprehensive Financial Planning clients. You do nothing, you are already, permanently, at the top of the list.

  • If you have a complicated financial interaction issue, then send an email, we will agree on the scope of work, you will be placed at the top of the list.

Medicaid always always always free. No exceptions, ever. I don’t care if it takes 100 hours to resolve that individual situation. We will find or make the time. If you have a person or know a person that is severely struggling, put “Medicaid” in the subject line.